Director of Family Office
A well-established hospitality and real estate investment group is seeking a seasoned financial executive to lead its Family Office, serving a dynamic three-generation family. This is a rare opportunity to combine strategic leadership, investment oversight, and personalized wealth management in a high-trust, relationship-driven environment.
Key Responsibilities
- Develop and implement tailored financial plans for family members (tax, estate, investment, philanthropy).
- Educate family members on wealth creation, protection, and transfer strategies.
- Oversee investment portfolios and liaise with external advisors.
- Manage daily operations of the Family Office and its staff.
- Ensure accurate reporting and compliance for trusts, foundations, and personal finances.
- Collaborate with the CFO to integrate business interests and banking relationships.
Qualifications
- Bachelor's degree in Accounting, Finance, Economics, or related field.
- MBA or CFA designation preferred.
- Extensive experience in wealth management, estate planning, and financial strategy.
- Strong analytical, communication, and organizational skills.
- High discretion and professionalism in handling sensitive family matters.
Attributes We Value
- Proactive and self-motivated leadership.
- Collaborative mindset and adaptability.
- Commitment to integrity, confidentiality, and excellence.
Ready to make a meaningful impact in a values-driven environment?
📩 Apply now or reach out to learn more.
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